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RDVY vs FTCS

First Trust Rising Dividend Achievers ETF vs First Trust Capital Strength ETF

RDVY

First Trust Rising Dividend Achievers ETF

Annual cost

0.47%

Fund size

$22.4B

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

Key differences

Both RDVY and FTCS are equity ETFs. RDVY charges 0.47% a year and FTCS 0.53%. The main difference: RDVY costs 0.06% less per year.

  • RDVY costs 0.06% less per year.
  • Over the last three years, RDVY has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RDVYFTCS
Annual cost (TER)0.47%0.53%
Fund size (AUM)$22.4B$7.7B
Since20142006
Dividend yield0.93%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+4.3%
CAGR 3Y+20.4%+10.0%
CAGR 5Y+11.1%+5.8%
Sharpe 3Y0.980.59
Volatility 1Y14.22%9.96%
Max drawdown-40.60%-31.93%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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